LONETREE WEALTH MANAGEMENT

LONETREE WEALTH MANAGEMENT of MEMPHIS, TN is an SEC-registered investment adviser (CRD 322711). Regulatory assets under management: $47.1M.

Registration

• CRD: 322711
• Type: Registered investment adviser
• Location: 5100 POPLAR AVENUE, MEMPHIS, TN, 38137
• Phone: 502-432-7373
• Latest filing: 2026-02-09
• Regulatory AUM: $47.1M
• Discretionary AUM: $45.2M
• Non-discretionary AUM: $1.9M
• Clients: 4
• Accounts: 361

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322711 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search